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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $61.7B AUM 4,336 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1815 New 2190 Added 216 Reduced 112 Exited
Page 59 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PRDO PERDOCEO ED CORP Consumer Defensive 56,117.0 $1.8M 0.00% +55K +5685.3% $32.00 +3.2%
1162 CPK CHESAPEAKE UTILS CORP Utilities 14,613.0 $1.8M 0.00% +14K +4028.0% $122.48 +9.5%
1163 EEFT EURONET WORLDWIDE INC Technology 24,445.0 $1.8M 0.00% +23K +1534.0% $73.19 -4.3%
1164 BROS DUTCH BROS INC Consumer Cyclical 24,899.0 $1.8M 0.00% +19K +347.3% $71.81 -30.6%
1165 NTCT NETSCOUT SYS INC Technology 41,054.0 $1.8M 0.00% +41K +9104.9% $43.55 -11.6%
1166 VGLT VANGUARD SCOTTSDALE FDS 32,387.0 $1.8M 0.00% +32K +3687.9% $55.18 -4.4%
1167 PRG PROG HOLDINGS INC Industrials 38,314.0 $1.8M 0.00% +38K +9982.6% $46.61 -16.8%
1168 IRTC IRHYTHM HOLDINGS INC Healthcare 14,977.0 $1.8M 0.00% +15K +10000.0% $118.96 +8.0%
1169 IPGP IPG PHOTONICS CORP Technology 15,117.0 $1.8M 0.00% +15K +4594.7% $117.32 -37.6%
1170 AM ANTERO MIDSTREAM CORP Energy 77,709.0 $1.8M 0.00% +74K +2197.7% $22.75 -2.7%
1171 AVT AVNET INC Technology 19,851.0 $1.8M 0.00% +19K +2854.0% $88.82 -0.2%
1172 PVAL PUTNAM ETF TRUST 34,586.0 $1.8M 0.00% +34K +5433.8% $50.95 +6.5%
1173 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,857.0 $1.8M 0.00% +2K +607.2% $614.41 -5.2%
1174 GRMN GARMIN LTD Technology 7,351.0 $1.7M 0.00% +1K +22.5% $237.54 +24.1%
1175 WING WINGSTOP INC Consumer Cyclical 10,005.0 $1.7M 0.00% +8K +499.1% $173.40 -33.4%
1176 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,859.0 $1.7M 0.00% +5K +383.0% $296.03 +15.5%
1177 NSIT INSIGHT ENTERPRISES INC Technology 14,221.0 $1.7M 0.00% +14K +7844.7% $121.80 +21.0%
1178 OLED UNIVERSAL DISPLAY CORP Technology 19,959.0 $1.7M 0.00% +20K +5668.5% $86.59 -0.9%
1179 HMN HORACE MANN EDUCATORS CORP N Financial Services 33,216.0 $1.7M 0.00% +33K +10000.0% $51.65 -2.0%
1180 BROWN FORMAN CORP 64,355.0 $1.7M 0.00% +29K +83.8% $26.65
Page 59 of 110  ·  2,190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%